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Legacy Society

Leave a lasting legacy in the Kennebec Valley

The United Way of Kennebec Valley Legacy Society is comprised of
individuals who demonstrate extraordinary forethought and generosity to ensure the ongoing health and well-being of people in our communities. Through outright gifts to the United Way
endowment, or through deferred gift commitments to United Way or its endowment, Legacy Society members plant seeds of kindness that will improve lives for generations to come. In addition,
planned gifts can provide significant financial and tax benefits for you and your family.

Image: Donna and Warren Kessler, Manchester residents and longtime supporters of United Way, are the founding members of UWKV's Legacy Society.

What to Give

Stocks and Bonds

Gifts of appreciated stock may provide you with significant tax benefits, including an income tax deduction for the fair market value of stock, and the elimination of capital gains taxes due
if the stock were sold instead.

Retirement Assets

A gift of your retirements assets, such as a gift from your IRA, 401(k), 403(b), pension or other tax-deferred plan, is an excellent way to make a lasting impact in Kennebec Valley.

gifts that pay you income

Charitable Gift Annuity

Make a gift of cash or other assets to our organization in exchange for fixed income (with rates based on your age) for the rest of your life. There are a variety of different ways to
accomplish this. Please contact us for more information.

Insurance

A gift of your fully-paid life insurance policy is a wonderful way to leave a legacy. If your life insurance policy is no longer needed or will no longer benefit your heirs, consider making a
gift to help further United Way of Kennebec Valley’s long-term mission.

Cash

A gift of cash is a simple and easy way for you to make a gift. You will receive a charitable tax deduction that will provide you with savings on this year’s tax return.

Real Estate

A gift of your real estate property (such as your home, vacation property, vacant land or commercial property) can make a great gift. If you own appreciated real property, you can avoid
paying capital gains tax by making a gift to the United Way of Kennebec Valley.

IRA ROLLOVER GIFTS

Now that the Individual Retirement Account (IRA) Qualified Charitable Donation has been made permanent, you may wish to consider making a gift of IRA assets to United Way. This provision
allows taxpayers aged 70.5 and older to donate up to $100,000 from their IRAs each year without having to treat the withdrawals as taxable income.

How to Give

There are many ways to contribute to United Way in your will or estate plan. The most popular planned gift is a bequest, where you include United Way of Kennebec Valley as a beneficiary in
your will, trust, or other instrument.

If you do include United Way in your future plans, please notify us so that we can ensure your gift will be spent in accordance with your wishes.

Contact us

Want to learn more about leaving a legacy through United Way? Contact Courtney Yeager, Director of Resource Development and Marketing, at 207-626-3400 or cyeager@uwkv.org. You can also contact your financial advisor for more information.

The I.R.S. recognizes United Way of Kennebec Valley as a 501(c)(3) nonprofit organization. Our federal tax ID number is 01-6004404.